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Valley National Bancorp

323 hedge funds and large institutions have $2.66B invested in Valley National Bancorp in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $2.43B → $2.66B (+$227M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.59% less ownership

Funds ownership: 61.68%61.1% (-0.59%)

8% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 38

2% less funds holding

Funds holding: 328323 (-5)

14% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 118

59% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $50.4M

Holders
323
Holders Change
-5
Holders Change %
-1.52%
% of All Funds
5.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
101
Reduced
118
Closed
38
Calls
$20.5M
Puts
$50.4M
Net Calls
-$29.9M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$13.4M -$51.8K -5,714 -0.4%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$12.8M -$19K -2,098 -0.1%
SEI Investments
28
SEI Investments
Pennsylvania
$12.5M +$1.26M +138,906 +11%
JP Morgan Chase
29
JP Morgan Chase
New York
$11.8M +$1.27M +140,180 +11%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$11.7M +$12.4M +1,363,877 New
AGC
31
Aspen Grove Capital
Colorado
$11.6M +$258K +28,430 +2%
ECA
32
Endeavour Capital Advisors
Connecticut
$10.2M -$2.72M -299,356 -20%
Invesco
33
Invesco
Georgia
$9.05M -$886K -97,612 -8%
Barclays
34
Barclays
United Kingdom
$8.91M -$1.87M -205,897 -17%
LSV Asset Management
35
LSV Asset Management
Illinois
$8.9M +$2.28M +251,400 +32%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$8.63M +$2.85M +313,798 +45%
Swiss National Bank
37
Swiss National Bank
Switzerland
$8.12M +$83.5K +9,200 +1%
Hotchkis & Wiley Capital Management
38
Hotchkis & Wiley Capital Management
California
$7.86M +$8.34M +918,760 New
AllianceBernstein
39
AllianceBernstein
Tennessee
$7.75M -$130K -14,289 -2%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$7.01M -$545K -60,103 -7%
AIG
41
American International Group
New York
$6.96M -$247K -27,211 -3%
Franklin Resources
42
Franklin Resources
California
$6.66M -$439K -48,381 -6%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$6.2M -$3.67M -404,826 -36%
WMSA
44
Weiss Multi-Strategy Advisers
New York
$5.78M +$2.05M +225,794 +50%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$5.52M +$1.33M +146,599 +29%
Legal & General Group
46
Legal & General Group
United Kingdom
$5.48M -$104K -11,477 -2%
Ameriprise
47
Ameriprise
Minnesota
$5.35M +$824K +90,826 +17%
BFM
48
Boothbay Fund Management
New York
$5.35M +$5.67M +625,000 New
FP
49
Foundry Partners
Minnesota
$5.31M +$933K +102,854 +20%
BCM
50
Bridgeway Capital Management
Texas
$5.11M

VLY Hedge Fund Activity: Q3 2023 in Review

323 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2023, worth a combined $2.66B — up 9.3% from $2.43B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of VLY and 35 opened new positions — a net loss of 3 holders — while 118 trimmed existing stakes and 101 added.

The largest buyer was Citadel Advisors, adding an estimated $30.3M. The largest seller was State Street, cutting an estimated $30.6M.

  • 323 institutional investors held Valley National Bancorp (VLY) as of Q3 2023, down from 328 in Q2 2023.
  • Funds reported $2.66B of Valley National Bancorp stock for Q3 2023, up 9.3% quarter-over-quarter.
  • 35 funds opened new Valley National Bancorp positions in Q3 2023 and 38 closed out, a net change of -3 holders.
  • The largest Valley National Bancorp buyer in Q3 2023 was Citadel Advisors, an estimated $30.3M added.
  • The largest Valley National Bancorp seller in Q3 2023 was State Street, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2023.